Real Estate Development & Acquisitions Coordinator

REAL ESTATE DEVELOPMENT & ACQUISITIONS COORDINATOR Southern Charm Consulting, LLC (SCC) is seeking a resourceful, analytical, organized, and technologically capable Real Estate Development & Acquisitions Coordinator to support our growing real estate development pipeline. This is NOT a traditional administrative or data-entry VA position. We are looking for someone who can research properties, acquire and analyze data, communicate with property owners, qualify and nurture leads, run preliminary comps, research development potential, coordinate early-stage development activities, and turn information into clear recommendations for senior management. ABOUT SCC SCC is first and foremost a real estate development company. We identify properties, owners, organizations, and partnerships where value can be created through development, redevelopment, construction, entitlement, repositioning, affordable housing, mixed-use development, and creative deal structures. However, development is not the only way an opportunity can create value. If an opportunity makes more sense as a joint venture, acquisition, long-term hold, development-management engagement, wholesale/assignment, resale, referral, or another legitimate strategy, we want our team to recognize that opportunity. Our philosophy is: DEVELOPMENT FIRST. OPPORTUNITY ALWAYS. WHAT YOU WILL DO Your job is to help move opportunities through the following process: Raw Data → Prospects → Leads → Qualified Opportunities → Preliminary Analysis → Senior Acquisitions Review Responsibilities will include: • Build targeted property-owner and development prospect lists. • Identify off-market and underutilized properties. • Research property ownership, parcels, taxes, transaction history, public records, property characteristics, and market information. • Clean, organize, filter, segment, and prioritize large property datasets. • Use PropStream and other real estate data platforms to identify and research opportunities. • Coordinate prospect lists and campaigns with our dedicated GoHighLevel (GHL) specialist. • Review incoming leads and determine which require human follow-up. • Make outbound calls to property owners and prospective clients. • Qualify leads by understanding owner motivation, goals, pricing expectations, timeline, decision makers, pressure points, and potential obstacles. • Maintain 30-, 60-, 90-day and longer-term lead nurturing. • Run preliminary sales, rental, and commercial comps. • Research zoning, permitted uses, density, variances, special exceptions, permits, and development potential. • Assist with preliminary ARV, rents, NOI, cap rates, construction assumptions, and basic feasibility analysis. • Research grants, affordable-housing programs, incentives, CDFIs, and other potential project funding sources. • Coordinate with architects, engineers, designers, contractors, municipalities, lenders, consultants, and other development professionals. • Coordinate conceptual drawings, preliminary pricing, municipal inquiries, and other early-stage development activities. • Maintain accurate CRM notes, pipeline stages, tasks, follow-up dates, and opportunity statuses. • Prepare concise, decision-ready opportunity summaries for senior management. PROSPECT LISTS & DATA ACQUISITION A significant part of this role involves finding and organizing real estate opportunities. You may be given an assignment such as: “Find underutilized properties in this area that could potentially support multifamily or mixed-use development.” We expect you to determine: • What information is needed. • Where to find the information. • What software or databases should be used. • How to filter the data. • How to verify important information. • Which properties deserve additional research. The objective is NOT simply to generate thousands of addresses. We want high-quality prospects with meaningful development or transaction potential. PROPSTREAM & REAL ESTATE DATA SOFTWARE Experience with PropStream or comparable real estate data platforms is strongly preferred. You should be comfortable using real estate data platforms to: • Search and filter properties. • Research ownership. • Review property characteristics. • Review transaction history. • Research available mortgage/property information. • Find comparable properties. • Build targeted owner lists. • Export property data. • Analyze large groups of properties. • Identify potential off-market opportunities. Experience with additional property-data, GIS, mapping, listing, market-research, skip-tracing, or prospecting platforms is valuable. We do not expect you to know every platform. We DO expect you to be capable of independently learning new software and data sources. GOHIGHLEVEL (GHL) Working familiarity with GoHighLevel is required or must be demonstrated quickly after onboarding. SCC has a dedicated GHL specialist responsible for advanced CRM infrastructure, automations, mass texting, email campaigns, and technical campaign execution. You will work directly with this specialist. You should be comfortable: • Navigating contacts and opportunities. • Updating lead information. • Managing pipeline stages. • Entering detailed notes. • Creating and tracking tasks. • Maintaining next-action dates. • Reviewing campaign responses. • Managing follow-up activity. • Maintaining accurate lead status. • Coordinating prospect lists with the GHL specialist. You are NOT expected to replace our GHL specialist or independently build advanced automations. The GHL specialist manages the technology and automation. You help manage the prospects, data, opportunities, and human follow-up. PHONE COMMUNICATION & LEAD QUALIFICATION Regular outbound phone communication is required. This is NOT an email-only position. You may communicate with: • Property owners. • Prospective clients. • Churches and community organizations. • Municipal departments. • Zoning and permitting officials. • Lenders. • Architects. • Engineers. • Contractors. • Consultants. • Vendors. • Government agencies. You should be comfortable conducting natural, unscripted business conversations. When speaking with an owner or prospect, we want you to understand: • What does the owner want? • Why are they considering doing something with the property? • Are they interested in selling? • Are they interested in developing? • Would they consider partnering? • What are their price expectations? • What is their timeline? • What problems are they trying to solve? • Who are the decision makers? • What are their pressure points? • What would prevent the opportunity from moving forward? • What has already been attempted? ENGLISH LANGUAGE REQUIREMENT Fluent professional spoken and written English is REQUIRED. You must be comfortable conducting unscripted telephone conversations with U.S.-based property owners, government agencies, lenders, consultants, vendors, and business professionals. You must also be able to prepare clear professional emails, research summaries, CRM notes, and opportunity reports. Conversational Spanish is a BONUS but is not required. Spanish proficiency will not replace the requirement for fluent professional English. LEAD NURTURING Real estate development is a long-cycle, relationship-driven business. An owner saying “not right now” does not necessarily mean “no.” You will help maintain: • 30-day follow-ups. • 60-day follow-ups. • 90-day follow-ups. • Long-term nurture schedules. • Detailed conversation notes. • Owner motivations and concerns. • Next actions. • CRM reminders and pipeline status. No qualified opportunity should sit indefinitely without a documented next action. PROPERTY RESEARCH & COMPS Depending on the opportunity, you may research: • Ownership. • Parcel information. • Deeds and public records. • Property taxes. • Tax delinquency. • Sales history. • Lot size. • Building size. • Existing use. • Property condition. • Comparable sales. • Rental comparables. • Commercial comparables. • Preliminary value. • Preliminary ARV. • Market rents. • Commercial rents. • Cap rates. • Neighborhood activity. • Development activity. • Preliminary construction-cost benchmarks. • Existing permits. • Municipal records. We expect you to use multiple sources when appropriate rather than relying on a single website. ZONING & DEVELOPMENT RESEARCH Because SCC is development-first, understanding what a property could become is extremely important. You may research: • Current zoning. • Permitted uses. • Residential density. • Commercial uses. • Lot requirements. • Height restrictions. • Setbacks. • Parking requirements. • Overlays. • Historic restrictions. • Affordable-housing incentives. • Density bonuses. • Variances. • Special exceptions. • Conditional uses. • Rezoning possibilities. • Subdivision potential. • Existing entitlements. • Previous zoning decisions. • Nearby development activity. You are NOT expected to replace an attorney, architect, engineer, or zoning professional. You ARE expected to know how to research an issue, find the appropriate source, contact the appropriate authority, document your findings, and recognize when professional review is needed. DEVELOPMENT-FIRST THINKING We are NOT looking for someone who evaluates every property using only a traditional wholesale formula. We want someone who asks: • What exists today? • What does the owner want? • What does the zoning allow? • What could potentially be entitled? • Could additional density be created? • What could SCC build or reposition? • What could the completed project be worth? • What might development cost? • What are the major risks? • Are grants, incentives, subsidies, or other capital sources available? • Is there a creative structure that makes the opportunity work? A property that looks unattractive from a wholesale perspective may represent an excellent development opportunity. Likewise, a property SCC should not develop may still represent a valuable transaction. POTENTIAL STRATEGIES Candidates should be capable of considering multiple strategies, including: Development: • Ground-up development. • Multifamily. • Mixed-use. • Affordable housing. • Commercial development. • Adaptive reuse. • Redevelopment. • Repositioning. • Subdivision. Partnership: • Joint ventures. • Landowner partnerships. • Development-management agreements. • Construction-management engagements. • Ground leases. • Revenue-sharing arrangements. Acquisition / Investment: • Acquisition and development. • Acquisition and rehabilitation. • Refinance and hold. • Long-term ownership. • Acquisition and resale. Transaction Opportunities: • Wholesale. • Assignment. • Resale. • Referral. • Brokerage opportunities through appropriately licensed parties. • Connecting opportunities with other investors or developers. The objective is to determine the best risk-adjusted opportunity for SCC rather than forcing every property into one strategy. CREATIVE PROBLEM SOLVING We strongly value creativity and resourcefulness. When the obvious strategy does not work, we want you to ask: “Why doesn't it work?” Then: “Is there another way it could work?” For example: An owner may not want to sell but could consider a partnership. A church may own excess land that could support housing. Current zoning may not work, but an entitlement strategy may exist. A development may become viable through grants or affordable-housing incentives. Seller financing may solve an acquisition problem. A property SCC does not want to develop may still have wholesale or referral value. You are not responsible for independently approving these strategies. You ARE responsible for recognizing possibilities, researching them, and presenting options to management. DEVELOPMENT COORDINATION As opportunities advance, you may coordinate with: • Architects. • Engineers. • Designers. • Surveyors. • Contractors. • Estimators. • Municipal departments. • Zoning officials. • Permit departments. • Attorneys. • Lenders. • CDFIs. • Grant organizations. • Community organizations. • Consultants. • Vendors. You may be asked to: • Determine whether a variance may be required. • Contact a municipality for information. • Find qualified architects or engineers. • Coordinate conceptual drawings. • Request preliminary construction pricing. • Research permit requirements. • Follow up with lenders. • Research funding programs. • Gather documents. • Track consultant deliverables. We expect you to own assignments through completion or clearly identify what is preventing completion. GRANT, INCENTIVE & CAPITAL RESEARCH You may assist SCC in identifying: • Affordable-housing programs. • Development grants. • Predevelopment funding. • CDFI programs. • Local incentives. • State incentives. • Federal programs. • Economic-development programs. • Community-development programs. • Tax incentives. • Public/private partnerships. • Other project-specific capital opportunities. Research should be organized into actionable information, including eligibility, funding amount, requirements, deadlines, contacts, required documents, current status, and recommended next action. MICROSOFT 365 Strong working proficiency with Microsoft 365 is required. Excel: You should be comfortable with property datasets, prospect lists, cleaning data, filtering, sorting, formulas, comparison tables, trackers, preliminary analysis, and reporting. Advanced Excel capability is strongly preferred. Outlook: Professional email, calendar management, meeting coordination, follow-up, and organization. Word: Research summaries, property reports, deal packages, meeting notes, and professional documentation. Teams / OneDrive / SharePoint: Communication, virtual meetings, document organization, file sharing, and collaborative workflows. CHATGPT & ARTIFICIAL INTELLIGENCE Strong familiarity with ChatGPT and AI-assisted workflows is REQUIRED. SCC actively uses AI to increase productivity. You should be comfortable using AI to assist with: • Property research. • Data cleaning and organization. • Spreadsheet analysis. • Prospect segmentation. • Comparable-property research. • Zoning research. • Ordinance review. • Grant research. • Document analysis. • Preliminary financial analysis. • Drafting communications. • Call preparation. • Call summaries. • Follow-up plans. • Comparing development alternatives. • Identifying missing information. • Preparing management reports. We are looking for someone who understands how to combine: AI + DATA + RESEARCH + HUMAN JUDGMENT AI assists the research. AI does NOT replace verification. We do not want: “ChatGPT says this property allows eight units.” We want: “AI helped me identify the issue. I reviewed the zoning information, verified the parcel data, identified the applicable municipal source, and here is what I found and what still requires confirmation.” OTHER DATA-GATHERING SOFTWARE You should be comfortable using and learning tools such as: • PropStream. • GoHighLevel. • County property databases. • Municipal databases. • GIS systems. • Assessor databases. • Recorder/deed databases. • Zoning databases. • Permitting systems. • Real estate listing platforms. • Mapping tools. • Market-data platforms. • Public-record databases. • CSV datasets. • Prospecting and skip-tracing platforms where appropriate. • Grant databases. • Government funding databases. You do not need to know every platform on day one. You DO need to be capable of independently learning unfamiliar software and finding the right data source for a problem. DECISION-READY OPPORTUNITY PACKAGES Your work should ultimately allow senior management to quickly understand: • What is the property? • Who owns it? • What does the owner want? • What conversations have occurred? • What are the relevant comps? • What is the preliminary value? • What is the zoning? • What could potentially be developed? • What are the preliminary costs? • What could the completed project be worth? • What risks exist? • Are incentives or grants available? • What alternative structures exist? • What information is still missing? • What should SCC do next? Opportunities should ultimately be categorized as: PURSUE — Deserves additional resources and senior review. NURTURE — Potential opportunity, but timing or circumstances are not currently right. TRANSACTION / REFER — SCC may not develop it, but wholesale, assignment, resale, referral, or another transaction opportunity exists. PASS — The opportunity does not currently justify additional SCC resources. ROLE WITHIN THE SCC TEAM GHL / CRM Specialist: CRM Infrastructure + Automation + Mass Outreach + Campaign Execution Development & Acquisitions Coordinator: Prospect Lists + Data Acquisition + Qualification + Calls + Nurture + Research + Comps + Preliminary Analysis + Development Coordination Acquisitions Manager: Senior Deal Analysis + Relationship Strategy + Negotiation + Deal Structure + Recommendation Principal: Final Go/No-Go + Capital Allocation + Partnerships + Major Negotiations + Development Strategy By the time an opportunity reaches senior leadership, it should already be researched, qualified, organized, and preliminarily analyzed. REQUIRED QUALIFICATIONS • Fluent professional spoken and written English. • Comfortable making regular unscripted outbound phone calls. • Strong data-acquisition and online research skills. • Experience working with property or prospect datasets. • Familiarity with PropStream or comparable platforms. • Familiarity with GoHighLevel or ability to learn it quickly. • Strong Microsoft Excel skills. • Working proficiency with Microsoft Word, Outlook, Teams, and cloud file management. • Strong familiarity with ChatGPT and AI-assisted workflows. • Working knowledge of real estate comps. • Strong problem-solving ability. • Strong organization and follow-through. • Ability to manage multiple opportunities. • Ability to distinguish verified facts from assumptions. • Ability to think beyond traditional wholesale. • Ability to take ownership of assignments. Conversational Spanish is a BONUS. HOW CANDIDATES WILL BE EVALUATED Candidates will be evaluated using a structured 1–10 scoring system based on: 1. Data Acquisition & Property Research 2. Development & Opportunity Thinking 3. Resourcefulness & Problem Solving 4. English & Phone Communication 5. Real Estate Analysis & Comps 6. Technology & Data Tools — GHL, PropStream, Microsoft 365, and related platforms 7. ChatGPT & AI Proficiency 8. Sales, Lead Qualification & Nurturing 9. Organization & Follow-Through 10. Creativity & Deal Thinking Conversational Spanish will be considered a bonus qualification. Candidates may also be asked to complete a practical property-research and development-analysis exercise. We are more interested in demonstrated ability than simply seeing software names listed on a resume. TO APPLY Please answer the following questions: 1. Describe your experience with real estate development, acquisitions, construction, or property research. 2. Describe your experience building property-owner or prospect lists. What data sources and software have you used? 3. Describe your experience with PropStream or comparable real estate data platforms. 4. Describe your experience with GoHighLevel. What functions have you personally used? 5. Rate your Microsoft Excel proficiency from 1–10 and provide an example of how you have used Excel to organize or analyze data. 6. If SCC gave you only a property address, explain how you would determine whether the property deserves additional development review. 7. Describe your experience running sales and/or rental comps. 8. Tell us about a time you were given a problem you did not know how to solve. How did you find the answer? 9. Give a specific example of how you have used ChatGPT or another AI tool to complete work faster or more effectively. 10. How do you verify important information found or generated using AI? 11. Are you comfortable regularly making unscripted outbound business calls in English? 12. A property does not work as a traditional purchase at the owner's asking price. What other strategies would you investigate before recommending that SCC pass? 13. Give an example of a situation where you identified a solution or opportunity that was not immediately obvious. 14. Rate your professional spoken English from 1–10. 15. Rate your professional written English from 1–10. 16. Do you speak Spanish? If yes, describe your conversational proficiency. 17. What is your hourly rate and weekly availability? 18. What time zone do you work from, and what hours are you available to make calls during U.S. business hours? Please begin your proposal with the words: “DEVELOPMENT FIRST” Generic proposals that do not answer the questions above may not be considered.